25 Years of making Sage 50 Accounts do what others can't

COVID-19 Update. We are currently working from our home offices during this crisis, all of our systems are up and working as expected. During this time it might take a little longer to answer your call.

Customers & Sales Add-Ons for Sage

Customers & Sales Adept Add-Ons for Sage 50 & 50cloud

This is a selection of Adept Add-Ons for Sage 50 Customers & Sales. Our Tools have been developed to resolve the most common requirements that are not available in the core accounting software when dealing with your customers and selling to them.

Transaction CSV

This program can import and export Transactions into the Sage 50 Audit Trail from a CSV file. Unlike the standard Sage 50 importer you can import Donations, set Gift Aid & Small Donation flags so it’s a great Add-On for Charity’s!

Correctly creates a single header with multiple splits for invoices and other grouped transactions including Foreign Currency.

Optionally the column headings in the first line of the CSV file can be used to define the fields that the data should be imported into.

Export option loads your CSV template with transactions from the current Audit Trail, includes a new export only field TRAN_NUMBER.

New field HEADER_DETAILS allows you to import the Header Details field separately from the Split Details field.

Will import SR & PP transactions with auto allocation by invoice number or reference held in any of the invoice’s reference or detail fields.

Customer CSV

This program will import Customers into the Sage 50 Customer File from a CSV file. Unlike the standard Sage 50 CSV Customer import you can import data into virtually every field in the Customer file including the Memo.

Can be used to import data into any field in the Sage 50 Invoice file that is exposed by the Sage SDO.

The column headings in the first line of the CSV file are used to define the fields that the data should be imported into.

Will import Excel style multi line data into the Customer Memo field.

Optionally monitor a specified folder for new CSV files and import them automatically.

Optionally move the CSV file to an Archive folder after it has been successfully imported.

Create new template CSV files by selecting fields from a list of available field names.

XML Web Import Export

This program will download orders from your web site. It will also upload Products and transfer Customer Account data in both directions. Data transfer is accomplished using XML Packets that are passed to and from your website using the HTTP protocol.

Will handle the Sage 50 & 50cloud end of a link to a shopping cart system created by a 3rd party web developer.

Download Orders and Payments from the web site and load them into Sage as either Sales Orders or Invoices.

Upload Products from Sage to the web site including the Product Image and Stock Levels.

Upload or download Customer Account details to and from the web site and upload Price Lists.

Hide a Product on the web site if the product’s Web Publish flag is unticked or if it’s stock level drops to zero.